Tailored Financial Solutions from Wooster Corthell

At Wooster Corthell Wealth Management, we offer a broad array of services, carefully customized to align with your unique financial circumstances and goals. Our team is committed to your financial success and independence, offering solutions that resonate with your aspirations and lifestyle.

Investment Services | Wooster Corthell Wealth Management CT

A Relationship-Based Approach:

We believe in building and nurturing strong relationships with our clients. By understanding your financial objectives and personal aspirations, we can deliver truly personalized advice that propels you towards your goals. Quick turnaround times and proactive communication are a hallmark of our service.

Investment Services | Wooster Corthell Wealth Management CT

Independence is Key:

At Wooster Corthell, we value our independence. This empowers us to prioritize your needs and develop recommendations that are truly in line with your financial objectives. Our revenue comes directly from our clients, not from product commissions, which allows us to focus on your success. Furthermore, we uphold robust policies to minimize any potential influence from third-party sources who may not have our client’s best interest at the forefront.

Investment Services | Wooster Corthell Wealth Management CT

Investment Management:

We take a strategic approach to investment management, with an aim to enhance returns while mitigating taxes. From portfolio rebalancing to tax-loss harvesting, we manage the details, giving you peace of mind and the freedom to focus on what truly matters to you.

Tailored to your needs

Financial Planning

401(k) / 403(b) Review

Emergency Reserve Review

Debt Review

Net Worth Analysis

Cash Flow Analysis


Retirement Plans

Social Security Planning

Retiree Healthcare Planning

College Plans

Home and/or large purchases

Estate Planning Reviews

Trust Options

Beneficiary Designations

Financial and Healthcare Directives

Insurance Reviews

Life Insurance

Property and Casualty Insurance

Long-Term Care Insurance

Disability Insurance

Tax Planning Reviews

Roth Conversions

Distribution Strategy

Savings Strategy

Ready to Begin?

Book a meeting with us and discover how Wooster Corthell’s services can support your financial journey. Embark on a pathway to a secure and financial future with us today.

Schedule a Meeting